See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,278 | $57,281+85.5% | $86,612+22.7% | $75,163+41.4% |
| Participation rate | 64.4% | 63.2%+1.2pp | 71.7%-7.3pp | 67.2%-2.7pp |
| Annual return | 4.27% | 2670.75%-2666.5pp | 591.07%-586.8pp | 160.62%-156.3pp |
| Employer contribution / active EE | $678 | $2,314-70.7% | $3,022-77.6% | $2,670-74.6% |
| Participant deferral / active EE | $2,957 | $3,318-10.9% | $4,438-33.4% | $4,125-28.3% |
| Admin fee / account holder | $7,674 | $4,112+86.6% | $5,614+36.7% | $5,651+35.8% |